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To create a new PMN, fill in the fields listed in the window. When entering customer details, a green will appear next to the text field when a match for the specified customer exists.

Accounts related to the customer can then be selected from a list of accounts by checking the checkbox adjacent. Upon completion, click “Save” to create the new PMN. To exit the window without saving creating a new PMN, click the “Cancel” button.






Image RemovedCreate New PMNImage Added